BRWA
NTRL

B. Riley Wealth Advisors’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

B. Riley Wealth Advisors’s Portfolio NTRL Stock Details NTRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-62,093
Closed -$1.25M – 1553
2022
Q3 		$1.25M Buy
+62,093
New +$1.25M 0.04% 438

Other funds holding NTRL

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

B. Riley Wealth Advisors's NTRL Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of First Trust Equity Market Neutral ETF (NTRL) in Q4 2022, closing a stake of 62,093 shares — an estimated $1.25M sold.

B. Riley Wealth Advisors first reported a position in NTRL in Q3 2022 and held it in 1 quarter. The position peaked at $1.25M in Q3 2022. 45 funds tracked by Wall St. Rank hold NTRL as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining First Trust Equity Market Neutral ETF position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 62,093 First Trust Equity Market Neutral ETF shares in Q4 2022, an estimated $1.25M.
  • B. Riley Wealth Advisors first reported a position in First Trust Equity Market Neutral ETF in Q3 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's First Trust Equity Market Neutral ETF position peaked at $1.25M in Q3 2022.
  • 45 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.